Create Microsoft Outlook events for new ServiceTitan appointments
Manage your schedule with ease thanks to this workflow. When a new appointment is booked in ServiceTitan, an event is promptly created in your Microsoft Outlook calendar. No more juggling between apps to keep track of your schedule - reduce stress and increase productivity with this efficient automation.
Manage your schedule with ease thanks to this workflow. When a new appointment is booked in ServiceTitan, an event is promptly created in your Microsoft Outlook calendar. No more juggling between apps to keep track of your schedule - reduce stress and increase productivity with this efficient automation.
- When this happens...  New Appointment New AppointmentTriggers when there's a new appointments. TriggerPollingZapier checks for new data every 15 min on the Free plan
- automatically do this!  Create Event Create EventCreate an event in the calendar of your choice. ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
- Projects IDs (maximum 50) 
- Customer 
- Location 
- Job Id 
- Project Status 
- Target Completion Date Before 
- Target Completion Date On Or After 
- Starts Before 
- Starts On Or After 
- Modified Before 
- Modified On Or After 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Modified On Or After 
- Modified Before 
- Active 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Employee Ids (maximum 50) 
- Employee name 
- Employee active 
- Created before 
- Created on or after 
- Modified before 
- Modified on or after 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Form IDs (maximum 50) 
- Active 
- Status 
- Submitted On Or After 
- Submitted Before 
- Owner Type 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Locations IDs (maximum 50) 
- Customer 
- City 
- State 
- Zip 
- Active 
- Modified Before 
- Modified On Or After 
- Tag Types 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Non Job Ids 
- Technician 
- Starts On Or After 
- Starts On Or Before 
- Timesheet Code Id 
- Active Only 
- Show On Technician Schedule 
- Created On Or After 
- Created Before 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Purchase order Ids (maximum 50) 
- Purchase order status 
- Purchase order number 
- Id of the job for this PO 
- Id of the technician for this PO 
- Id of the project for this PO 
- Created on or after 
- Created before 
- Modified on or after 
- Modified before 
- Date on or after 
- Date before 
- Sent on or after 
- Sent before 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Modified On Or After 
- Modified Before 
- Active 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Estimates IDs (maximum 50) 
- Job 
- Project 
- Job Number 
- Sold By 
- Sold By Employee 
- Active 
- Status 
- Total greater 
- Total less 
- Sold after 
- Sold before 
- Created before 
- Created on or after 
- Modified before 
- Modified on or after 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Id of the appointment to assign to.Required 
- Technicians IdsRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Appointment to cancelRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Booking ProviderRequired 
- BookingRequired 
- TypeRequired 
- ValueRequired 
- Memo 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- NameRequired 
- Type 
- Do Not Mail 
- Do Not Service 
- NameRequired 
- StreetRequired 
- Unit 
- CityRequired 
- StateRequired 
- ZipRequired 
- CountryRequired 
- Latitude 
- Longitude 
- StreetRequired 
- Unit 
- CityRequired 
- StateRequired 
- ZipRequired 
- CountryRequired 
- Latitude 
- Longitude 
- Type 
- Value 
- Memo 
- Type 
- Value 
- Memo 
- Custom field Id 
- Value 
- Custom field Id 
- Value 
- Custom field Id 
- Value 
- Tag Types 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Customer Id 
- Text content of customer noteRequired 
- Pin to top 
- Add to locations 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- NameRequired 
- Summary 
- Tax 
- Status 
- Sold by 
- Name 
- Url 
- Job Id 
- Project Id 
- Location Id 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Adjustment to InvoiceRequired 
- Number 
- Type 
- Invoiced On 
- Sub total 
- Tax 
- Summary 
- Royalty Status 
- Royalty Date 
- Royalty Sent on 
- Royalty Memo 
- Review Status 
- Export 
- Assigned To 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Job Id Required 
- FilenameRequired 
- File urlRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Customer 
- Location 
- Campaign Id Required 
- Business Unit Id 
- Job Type 
- SummaryRequired 
- Tag Types 
- Priority 
- Call Reason Id 
- Follow Up Date 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Landing Page UrlRequired 
- Referrer UrlRequired 
- Google Click Identifier 
- Facebook Click Identifier 
- Microsoft Click ID 
- UTM source 
- UTM medium 
- UTM campaign 
- UTM ad group 
- UTM term 
- UTM content 
- Google Analytics id 
- Customer Phone NumberRequired 
- Forwarding Phone NumberRequired 
- Tracking Phone NumberRequired 
- Call Started OnRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- LeadRequired 
- Follow-Up DateRequired 
- Text 
- Pin To Top 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- LeadRequired 
- NoteRequired 
- Pin To Top 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- LocationRequired 
- TypeRequired 
- ValueRequired 
- Memo 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Employee TypeRequired 
- Employee IdRequired 
- Posted OnRequired 
- Amount 
- Memo 
- Activity Code Id 
- Invoice Id 
- Hours 
- Rate 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Id of the vendor for this PORequired 
- Id of the purchase order type for this PORequired 
- Id of the business unit for this PORequired 
- Id of the inventory location for this PORequired 
- Id of the job for this PO 
- Id of the technician for this PO 
- Id of the project for this PO 
- Address DescriptionRequired 
- StreetRequired 
- UnitRequired 
- CityRequired 
- StateRequired 
- ZipRequired 
- CountryRequired 
- Vendor invoice number 
- Vendor invoice numberRequired 
- Summary/memo for this PO 
- PO dateRequired 
- PO required on dateRequired 
- TaxRequired 
- Shipping costRequired 
- SKU IDRequired 
- DescriptionRequired 
- Vendor Part NumberRequired 
- QuantityRequired 
- CostRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Reported ToRequired 
- Assigned ToRequired 
- Is ClosedRequired 
- NameRequired 
- Business UnitRequired 
- Employee Task TypeRequired 
- Employee Task SourceRequired 
- Employee Task ResolutionRequired 
- Reported dateRequired 
- Due dateRequired 
- Involved Employee Id List 
- Customer Id 
- Job Id 
- Project Id 
- Description 
- PriorityRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- ID of job to detach from projectRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Appointment to reschedule.Required 
- ReasonRequired 
- MemoRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Appointment to reschedule.Required 
- Start date/timeRequired 
- End date/timeRequired 
- Arrival window start date/time 
- Arrival window end date/time 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Customer Id 
- Name 
- Type 
- Do Not Mail 
- Do Not Service 
- Street 
- Unit 
- City 
- State 
- Zip 
- Country 
- Latitude 
- Longitude 
- Custom field Id 
- Value 
- Custom field Id 
- Value 
- Custom field Id 
- Value 
- Active 
- Tag Types 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Employee IdRequired 
- Action nameRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Installed Equipments Id 
- Name 
- Installed On 
- Serial Number 
- Memo 
- Manufacturer 
- Model 
- Cost 
- Manufacturer Warranty Start 
- Manufacturer Warranty End 
- Service Provider Warranty Start 
- Service Provider Warranty End 
- Custom field Id 
- Value 
- Custom field Id 
- Value 
- Custom field Id 
- Value 
- Alias 
- File Name 
- Type 
- Alias 
- File Name 
- Type 
- Alias 
- File Name 
- Type 
- Tag Types 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- IDRequired 
- Item type 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- LeadRequired 
- Campaign 
- Priority 
- Business Unit Id 
- Job Type 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Project Id 
- Name 
- Summary 
- Status Id 
- Sub Status Id 
- Start Date 
- Target Completion Date 
- Actual Completion Date 
- Custom field Id 
- Value 
- Custom field Id 
- Value 
- Custom field Id 
- Value 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Technician Id Required 
- Technician Name 
- Technician's phone number 
- Email 
- Login (Username) 
- Business Unit Id 
- User role Id 
- List of company positions 
- Azure Active Directory User Id 
- License type 
- Team name 
- Daily revenue goal 
- Burden rate (hourly) 
- Biography 
- Memo 
- Upcoming appointment visibility 
- Appointment history visibility 
- Street 
- Unit 
- City 
- State 
- Zip 
- Country 
- Latitude 
- Longitude 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Api Docs Info 
- Stop on errorRequired 
- HTTP MethodRequired 
- URLRequired 
- Query string parameters 
- Additional request headers 
- Body 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Appointments Ids (maximum 50) 
- ID of job for new appointment 
- Project Id 
- Technician Id 
- Customer Id 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Business Unit Id 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Category type 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Customers IDs (maximum 50) 
- Created before 
- Created on or after 
- Modified before 
- Modified on or after 
- Name 
- Street 
- Unit 
- City 
- State 
- Zip 
- Country 
- Phone 
- Active 
- External data application Guid 
- External data key 
- External data values 
- Tag Types 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Employee Ids (maximum 50) 
- Employee name 
- Employee active 
- Created before 
- Created on or after 
- Modified before 
- Modified on or after 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Estimate Ids 
- Job Id 
- Project Id 
- Sold By 
- Sold By Employee 
- Status 
- Total greater 
- Total less 
- Sold after 
- Sold before 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Invoices IDs (maximum 50) 
- Invoice Number 
- Status 
- Job Id 
- Job Number 
- Batch Id 
- Batch Number 
- Customer Id 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Job Type Id 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Customer Id 
- Tag Types 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Project Ids 
- Customer Id 
- Location Id 
- Invoice Id 
- Technician 
- Job Id 
- Appointment Id 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Service Ids (maximum 50) 
- Services created before 
- Services created on or after 
- Services modified before 
- Services modified on or after 
- Service active 
- External data application guid 
- External data key 
- External data values 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Technician Ids (maximum 50) 
- Technician name 
- Technician active 
- Created before 
- Created on or after 
- Modified before 
- Modified on or after 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Location Id 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
 - Cancelled Calendar Event- Triggers when an event is cancelled. Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Shared Inbox 
- Parent Folder 
- Child Folder 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
 - New Flagged Email- Triggers when a new email is flagged. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Email IDRequired 
- CategoriesRequired 
- Mark as Read 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Contact Folder 
- First NameRequired 
- Last Name 
- Email Addresses 
- Business Phones 
- Home Phones 
- Mobile Phone 
- Job Title 
- Company Name 
- Department 
- Business Website URL 
- File As 
- Personal Notes 
- Street 
- City 
- State 
- Postal Code 
- Country or Region 
- Street 
- City 
- State 
- Postal Code 
- Country or Region 
- Street 
- City 
- State 
- Postal Code 
- Country or Region 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Email IDRequired 
- To Email(s) 
- CC Email(s) 
- BCC Email(s) 
- Reply-To Email 
- Subject 
- Body 
- Attachment 
- Action for Files Larger Than 150MB 
- Reply to All 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- EventRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Email IDRequired 
- Destination FolderRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Draft Email IDRequired 
- Send From 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Event 
- Subject 
- Start Date & Time 
- End Date & Time 
- All Day Event? 
- Is Online Meeting? 
- Hide attendees list? 
- Description 
- Show me as Free or Busy 
- The importance of the event 
- Merge with existing attendees? 
- Attendees 
- Categories 
- Location 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Stop on errorRequired 
- HTTP MethodRequired 
- URLRequired 
- Query string parameters 
- Additional request headers 
- Body 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Contact Folder 
- First Name 
- Last Name 
- Email 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Folder Info 
- FolderRequired 
- Search Terms 
- From Address 
- Start Date 
- End Date 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Calendar 
- Start Date & TimeRequired 
- End Date & TimeRequired 
- Select Fields 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Appointments IDs (maximum 50) 
- Job Id 
- Project Id 
- Appointment Number 
- Appointment Status 
- Technician Id 
- Customer Id 
- Appointments starts on or after 
- Appointments starts before 
- Appointments modified before 
- Appointments modified on or after 
- Appointments created on or after 
- Appointments created before 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Active 
- Modified On Or After 
- Modified Before 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Customers IDs (maximum 50) 
- Created before 
- Created on or after 
- Modified before 
- Modified on or after 
- Name 
- Street 
- Unit 
- City 
- State 
- Zip 
- Country 
- Phone 
- Active 
- External data application Guid 
- External data key 
- External data values 
- Tag Types 
- Tag Type Match Condition 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Estimates IDs (maximum 50) 
- Job 
- Project 
- Job Number 
- Sold By 
- Sold By Employee 
- Active 
- Status 
- Total greater 
- Total less 
- Sold after 
- Sold before 
- Created before 
- Created on or after 
- Modified before 
- Modified on or after 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Invoices IDs (maximum 50) 
- Invoice Status 
- Batch 
- Batch number 
- Job 
- Business Unit 
- Customer 
- Total greater 
- Total less 
- Invoiced On Before 
- Invoiced On Or After 
- Invoice Review Status 
- Invoice Assigned to Ids 
- Modified On Or After 
- Modified Before 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Jobs IDs (maximum 50) 
- Job number 
- Project Id 
- Job Status 
- Appointment Status 
- Job Type 
- Business Unit 
- Customer Id 
- Location Id 
- Technician Id 
- Appointment Starts Before 
- Appointment Starts On Or After 
- Created Before 
- Created On Or After 
- Modified Before 
- Modified On Or After 
- Completed Before 
- Completed On Or After 
- Tag Types 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Leads IDs (maximum 50) 
- Modified Before 
- Modified On Or After 
- Customer Id 
- Is Prospect 
- Without Customer 
- Status 
- Customer City 
- Customer State 
- Customer Zip 
- Customer Created On Or After 
- Customer Created Before 
- Customer Modified On Or After 
- Sort 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Equipment IDs 
- Modified On Or After 
- Modified On Or Before 
- Active 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Applied to invoices 
- Applied to reference number 
- Status 
- Business unit ids 
- Transaction type 
- Customer Id 
- Total greater 
- Total less 
- Modified before 
- Modified on or after 
- Created before 
- Created on or after 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Technician Ids (maximum 50) 
- Technician name 
- Technician active 
- Created before 
- Created on or after 
- Modified before 
- Modified on or after 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Equipment IDs 
- Modified On Or After 
- Modified On Or Before 
- Active 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Customers 
- Tag Types 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Project Id to attach jobRequired 
- ID of job to attach to projectRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- ID of job for new appointmentRequired 
- Start date/timeRequired 
- End date/timeRequired 
- Arrival window start date/time 
- Arrival window end date/time 
- Technicians Ids 
- Special instructions 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Booking ProviderRequired 
- SourceRequired 
- NameRequired 
- Street 
- Unit 
- City 
- State 
- Zip 
- Country 
- Type 
- Value 
- Memo 
- Type 
- Value 
- Memo 
- Customer Type 
- Start 
- SummaryRequired 
- Campaign 
- Business Unit 
- Job Type 
- Priority 
- Is First Time ClientRequired 
- Send Confirmation Email 
- External IdRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- CustomerRequired 
- TypeRequired 
- ValueRequired 
- Memo 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Employee NameRequired 
- Mobile Phone 
- Office phone 
- EmailRequired 
- Login (Username) 
- Account creation methodRequired 
- Business Unit Id 
- User role IdRequired 
- List of company positionsRequired 
- Azure Active Directory User Id 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Location IdRequired 
- Name 
- Installed On 
- Serial Number 
- Memo 
- Manufacturer 
- Model 
- Cost 
- Manufacturer Warranty Start 
- Manufacturer Warranty End 
- Service Provider Warranty Start 
- Service Provider Warranty End 
- Custom field Id 
- Value 
- Custom field Id 
- Value 
- Custom field Id 
- Value 
- Alias 
- File Name 
- Type 
- Alias 
- File Name 
- Type 
- Alias 
- File Name 
- Type 
- Tag Types 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Customer IdRequired 
- Location IdRequired 
- Business UnitRequired 
- Project 
- Estimate 
- Job Type Required 
- PriorityRequired 
- CampaignRequired 
- StartRequired 
- EndRequired 
- Arrival Window Start 
- Arrival Window End 
- Technician Ids 
- Summary 
- Custom field Id 
- Value 
- Custom field Id 
- Value 
- Custom field Id 
- Value 
- Tag Types 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- NoteRequired 
- Pin To Top 
- Job or Project NotesRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- BookingRequired 
- Landing Page UrlRequired 
- Referrer UrlRequired 
- Google Click Identifier 
- Facebook Click Identifier 
- Microsoft Click ID 
- UTM source 
- UTM medium 
- UTM campaign 
- UTM ad group 
- UTM term 
- UTM content 
- Google Analytics id 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- LeadRequired 
- Landing Page UrlRequired 
- Referrer UrlRequired 
- Google Click Identifier 
- Facebook Click Identifier 
- Microsoft Click ID 
- UTM source 
- UTM medium 
- UTM campaign 
- UTM ad group 
- UTM term 
- UTM content 
- Google Analytics id 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- NameRequired 
- Email 
- Phone Number 
- Street 
- Unit 
- City 
- State 
- Zip 
- Country 
- Summary 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- NameRequired 
- CustomerRequired 
- Street 
- Unit 
- City 
- State 
- Zip 
- Country 
- Latitude 
- Longitude 
- Type 
- Value 
- Memo 
- Type 
- Value 
- Memo 
- Custom field Id 
- Value 
- Custom field Id 
- Value 
- Custom field Id 
- Value 
- Tag Types 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- TechnicianRequired 
- StartRequired 
- DurationRequired 
- NameRequired 
- Timesheet CodeRequired 
- Summary 
- Clear Dispatch Board 
- Clear Technician View 
- Remove Technician From Capacity Planning 
- Days of Week 
- Repeat 
- Repeat Frequency 
- Repeat Interval 
- End Type 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- LocationRequired 
- Estimate 
- Job 
- Name 
- Summary 
- Status Id 
- Sub Status Id 
- Start Date 
- Target Completion Date 
- Actual Completion Date 
- Custom field Id 
- Value 
- Custom field Id 
- Value 
- Custom field Id 
- Value 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Task idRequired 
- Is ClosedRequired 
- NameRequired 
- Assigned ToRequired 
- Due Date Time 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Technician NameRequired 
- Technician's phone number 
- Email 
- Login (Username) 
- Account creation methodRequired 
- Business Unit Id 
- User role IdRequired 
- List of company positionsRequired 
- Azure Active Directory User Id 
- License typeRequired 
- Team name 
- Daily revenue goal 
- Burden rate (hourly) 
- Biography 
- Memo 
- Upcoming appointment visibility 
- Appointment history visibility 
- Street 
- Unit 
- City 
- State 
- Zip 
- Country 
- Latitude 
- Longitude 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- LeadRequired 
- Dismiss Call ReasonRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Appointment to remove hold.Required 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Id of the appointment to assign to.Required 
- Technicians IdsRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Employee IdRequired 
- Employee Name 
- Mobile Phone 
- Office phone 
- Email 
- Login (Username) 
- Business Unit Id 
- User role Id 
- List of company positions 
- Azure Active Directory User Id 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Estimate IDRequired 
- Sku 
- Sku Name 
- Parent Item Id 
- DescriptionRequired 
- Is Add On 
- Quantity 
- Unit Price 
- Skip Updating Membership Prices 
- Item Group Name 
- Item Group Root 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- IDRequired 
- Number 
- Type 
- Invoiced On 
- Sub total 
- Tax 
- Summary 
- Royalty Status 
- Review Status 
- Royalty Date 
- Royalty Sent on 
- Royalty Memo 
- Export 
- Assigned To 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Job Id Required 
- Customer Id 
- Location Id 
- Business Unit 
- Project 
- Estimate 
- Job Type 
- Priority 
- Campaign 
- Summary 
- Should Update Invoice Items 
- Custom field Id 
- Value 
- Custom field Id 
- Value 
- Custom field Id 
- Value 
- Tag Types 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Location 
- Customer 
- Name 
- Active 
- Tax Zone Id 
- Street 
- Unit 
- City 
- State 
- Zip 
- Country 
- Latitude 
- Longitude 
- Custom field Id 
- Value 
- Custom field Id 
- Value 
- Custom field Id 
- Value 
- Tag Types 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Purchase order IdRequired 
- Id of the vendor for this PORequired 
- Id of the purchase order type for this PORequired 
- Id of the business unit for this PORequired 
- Id of the inventory location for this PO 
- Id of the job for this PO 
- Id of the technician for this PO 
- Id of the project for this PO 
- Street 
- Unit 
- City 
- State 
- Zip 
- Country 
- Vendor invoice number 
- Vendor invoice numberRequired 
- Summary/memo for this PO 
- PO dateRequired 
- PO required on dateRequired 
- TaxRequired 
- Shipping costRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Technician Id Required 
- Action nameRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Appointments Ids (maximum 50) 
- ID of job for new appointment 
- Created before 
- Created on or after 
- Modified before 
- Modified on or after 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Booking provider Ids (maximum 50) 
- Name of the booking provider tag 
- Created before 
- Created on or after 
- Modified before 
- Modified on or after 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Campaign Id 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Customer Id 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Discount and Fees Ids (maximum 50) 
- Services created before 
- Services created on or after 
- Services modified before 
- Services modified on or after 
- Service active 
- External data application guid 
- External data key 
- External data values 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Equipment Ids (maximum 50) 
- Services created before 
- Services created on or after 
- Services modified before 
- Services modified on or after 
- Service active 
- External data application guid 
- External data key 
- External data values 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Installed Equipments Ids 
- Location Ids 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- TypeRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Lead 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Materials Ids (maximum 50) 
- Services created before 
- Services created on or after 
- Services modified before 
- Services modified on or after 
- Service active 
- External data application guid 
- External data key 
- External data values 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Purchase order Ids (maximum 50) 
- Purchase order status 
- Purchase order number 
- Id of the job for this PO 
- Id of the technician for this PO 
- Id of the project for this PO 
- Created on or after 
- Created before 
- Modified on or after 
- Modified before 
- Date on or after 
- Date before 
- Sent on or after 
- Sent before 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Active 
- Created before 
- Created on or after 
- Modified before 
- Modified on or after 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Vendor Ids 
- Active 
- External data application Guid 
- External data key 
- External data values 
- Created before 
- Created on or after 
- Modified before 
- Modified on or after 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Calendar 
- Time BeforeRequired 
- Time Before (Unit)Required 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Shared Inbox 
- Parent Folder 
- Child Folder 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Parent Folder 
- Child Folder 
- Search termsRequired 
- Note 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Shared Inbox 
- Parent Folder 
- Child Folder 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Event 
- Merge with existing attendees? 
- Attendees 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Calendar 
- SubjectRequired 
- Start Date & TimeRequired 
- End Date & TimeRequired 
- Location Name 
- Sensitivity 
- Attendees 
- Is this an All Day Event? 
- Description 
- Show me as Free or Busy 
- Is this an Online Meeting? 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- To Email(s)Required 
- CC Email(s) 
- BCC Email(s) 
- Reply-To Email 
- SubjectRequired 
- Body FormatRequired 
- BodyRequired 
- Attachment 
- Action for Files Larger Than 150MB 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Contact to DeleteRequired 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Email IDRequired 
- To RecipientsRequired 
- Comment 
- Send From 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Email IDRequired 
- Comment 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- From Email 
- To Email(s)Required 
- CC Email(s) 
- BCC Email(s) 
- Reply-To Email 
- SubjectRequired 
- Body FormatRequired 
- BodyRequired 
- Attachments 
- Action for Files Larger Than 150MB 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Contact Folder 
- ContactRequired 
- First Name 
- Last Name 
- Email Addresses 
- Business Phones 
- Home Phones 
- Mobile Phone 
- Job Title 
- Company Name 
- Department 
- Business Website URL 
- Personal Notes 
- Street 
- City 
- State 
- Postal Code 
- Country or Region 
- Street 
- City 
- State 
- Postal Code 
- Country or Region 
- Street 
- City 
- State 
- Postal Code 
- Country or Region 
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Calendar 
- Search TermRequired 
- Start Date & Time 
- End Date & Time 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Search Info 
- Search ValueRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Group email address or IDRequired 
- Search Term 
- Start Date & Time 
- End Date & Time 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Contact Folder 
- First NameRequired 
- Last Name 
- Email 
- Business Phones 
- Home Phones 
- Mobile Phone 
- Job Title 
- Company Name 
- Department 
- Business Website URL 
- File As 
- Personal Notes 
- Street 
- City 
- State 
- Postal Code 
- Country or Region 
- Street 
- City 
- State 
- Postal Code 
- Country or Region 
- Street 
- City 
- State 
- Postal Code 
- Country or Region 
 ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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Related Zap Templates
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